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   * Financial Planning
   * Retirement Planning
   * Investment Management
   * Estate Planning
   * Tax Planning
   * Private Client Services
 * About
   * Why Us?
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   * Retirement Readiness Quiz
   * 401(k) Calculator
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   * SECURE Act RMD Calculator
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CONTACT US


 * Services
   * Financial Planning
   * Retirement Planning
   * Investment Management
   * Estate Planning
   * Tax Planning
   * Private Client Services
 * About
   * Why Us?
   * Our Team
   * Our Process
   * FAQs
   * Past Events
 * Insights
   * Blogs
   * Resources
   * Market Commentary
   * Videos
   * News
 * Tools
   * Risk Survey
   * Retirement Readiness Quiz
   * SECURE Act RMD Calculator
 * primary-menu

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HELPING YOU PURSUE TRUE WEALTH



True wealth is more than just money. It’s freely living your life. It’s making
sure your next generation will have a legacy. It’s time spent well. It’s
confidence in your future.


Talk with an Advisor



HOW CAN WE HELP?

At NaviGuide Wealth Partners, our goal is to help you pursue your goals, whether
you’re
just getting started, preparing for retirement, or well into your golden years.



SET MY FAMILY UP FOR SUCCESS

I’m a young professional looking to expand my family, eliminate debt and help
grow my wealth.

ACCUMULATE WEALTH AND PURSUE GOALS

I want to protect the wealth I’ve acquired and put it to work for me so I can
continue to grow my assets.

PREPARE FOR RETIREMENT AND BEYOND

Retirement is approaching, and I want to make sure my family has the income
we’ll need.

MAKE THE MOST OF RETIREMENT

I’m already retired and want to make sure my legacy is protected (and I don’t
run out of money anytime soon).

FEATURED IN




WE ARE YOUR




COACH

We’re not just financial advisors. We’re here to coach you through the most
important parts of your life so nothing keeps you from your goals.


ACCOUNTABILITY PARTNER

One of the most difficult parts of planning is ensuring you follow through. We
help you stay on track at every stage of life, regardless of changes, victories
or challenges.


ADVOCATE

We don’t just create a roadmap – we help you get there. We identify and
communicate what should take priority and guide you each step of the way.

COACH

ACCOUNTABILITY PARTNER

ADVOCATE

SERVICES




WHAT WE DO



The passion of our financial advisors is to help people from all walks of life
find their own vision of true wealth. That means helping you define what true
wealth looks like for you, putting a plan in place to help you pursue your
vision, then helping you maintain the true wealth you’ve achieved.

FINANCIAL PLANNING

Our team of financial advisors will design a plan to evaluate your current
financial situation and direct you toward true financial freedom.

INVESTMENT MANAGEMENT

Our disciplined, time-tested investment strategies provide your portfolio with
the proactive service you need to pursue your goals.

RETIREMENT PLANNING

We’re here to help you avoid your own personal retirement crisis by putting your
financial plan into concrete terms using our five-step process.

TAX PLANNING

Our tax team of CPAs reviews your recent tax returns to identify potential
savings or restructuring opportunities, giving you proactive ideas to save money
in the future.

ESTATE PLANNING

Our estate planning team helps you create a tax efficient, comprehensive estate
plan that leaves little to chance, along with teaching you how your assets will
be distributed.

PRIVATE CLIENT

Highly complex needs can require sophisticated solutions. Private Client members
get the one-on-one support they need.


DISCOVER THE RIGHT INVESTMENT STRATEGY FOR YOU.

Tell us a little more about your investment objectives and level of comfort with
risk.

BY WHAT PERCENTAGE DO YOU EXPECT YOUR PORTFOLIO TO GROW ANNUALLY OVER THE
LONG-TERM (10+ YEARS)?

0-2%
2-4%
4-6%
6-8%
More than 8%
Next


DOWNLOAD A COMPLIMENTARY RESOURCE


3 METHODS TO NOT RUN OUT OF MONEY

What’s the #1 fear in retirement? Running out of money. Get our step-by-step
guide to help ensure your assets last a lifetime.
Download Now



4 MISTAKES PEOPLE MAKE WITH THEIR FIRST MILLION

Identify the next set of challenges you may face and avoid these common
mistakes.
Download Now



REQUEST AN APPOINTMENT

In 15 minutes we can get to know you – your situation, goals and needs – then
connect you with an advisor committed to helping you pursue true wealth.

(818) 991-6171
5016 Chesebro Rd. Ste. 200
Agoura Hills, CA 91301

(818) 991-6171
5016 Chesebro Rd. Ste. 200
Agoura Hills, CA 91301
 * 
 * 

ABOUT

 * Why Us?
 * Our Team
 * Past Events
 * Our Partners
 * Frequently Asked Questions
 * 

SERVICES

 * Financial Planning
 * Investment Management
 * Retirement Planning
 * Estate Planning
 * Tax Planning
 * Private Client Services
 * 

INSIGHTS

 * Articles
 * Videos
 * In the News
 * Guides
 * Glossary
 * 

Client Login
Client Summary

 

 

The content is developed from sources believed to be providing accurate
information. The information in this material is not intended as tax or legal
advice. It may not be used for the purpose of avoiding any federal tax
penalties. Please consult legal or tax professionals for specific information
regarding your individual situation. The opinions expressed and material
provided are for general information, and should not be considered a
solicitation for the purchase or sale of any security.

Forbes Best-in-State Wealth Advisor: Awarded to Paul West (2018, 2021). The
Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is
based on an algorithm of qualitative data, rating thousands of wealth advisors
with a minimum of seven years’ experience and weighing factors like revenue
trends, assets under management, compliance records, industry experience, and
best practices learned through telephone and in-person interviews. Portfolio
performance is not a criteria due to varying client objectives and lack of
audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Research summary as of 37,725 nominations received, based on thresholds – 15,854
invited to complete online survey – 13,114 telephone interviews – 2,085
in-person interviews at Advisor’s location, and 619 web-based interviews.
Listing in this publication and/or award is not a guarantee of future investment
success. This recognition should not be construed as an endorsement of the
advisor by any client. Barron’s Magazine Hall of Fame Inductee – Ron Carson,
October 20, 2014 issue. Advisors inducted into the Hall of Fame include those
who were recipients of the Barron’s Top 100 Independent Advisors ranking since
the list’s inception. The Barron’s rankings are based on data provided by over
4,000 of the nation’s most productive advisors. Factors included in the
rankings: assets under management, revenue produced for the firm, regulatory
record, quality of practice and philanthropic work. Investment performance isn’t
an explicit component because not all advisors have audited results and because
performance figures often are influenced more by clients’ risk tolerance than by
an advisor’s investment-picking abilities. Investment News Icons & Innovators:
Awarded to Ron Carson (2016) Investment News Icons and Innovators award
recipients were selected based on the broad definition of, those who have
conceived new ideas and tools that have propelled the industry forward. Listing
in this publication is not a guarantee of future investment success. This
recognition should not be construed as an endorsement of the advisor by any
client.

Securities offered through Cetera Advisor Networks LLC (doing insurance business
in CA as CFGAN Insurance Agency LLC), Member FINRA/SIPC. Investment advisory
services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera
Advisor Networks LLC is under separate ownership from any other named entity.
Carson Partners, a division of CWM, LLC, is a nationwide partnership of
advisors.

Individuals affiliated with Cetera firms are either Registered Representatives
who offer only brokerage services and receive transaction-based compensation
(commissions), Investment Adviser Representatives who offer only investment
advisory services and receive fees based on assets, or both Registered
Representatives and Investment Adviser Representatives, who can offer both types
of services.

Privacy Policy | Important Disclosures | Cetera Advisor Networks Business
Continuity Plan

This site is published for residents of the United States only. Registered
Representatives of Cetera Advisor Networks LLC may only conduct business with
residents of the states and/or jurisdictions in which they are properly
registered. Not all of the products and services referenced on this site may be
available in every state and through every advisor listed. For additional
information please contact the advisor(s) listed on the site, visit the Cetera
Advisor Networks LLC site at www.ceteraadvisornetworks.com.

Copyright 2022 CWM, LLC. All rights reserved. This content cannot be copied
without express written consent of CWM, LLC. Wealth Designed. Life Defined. is a
registered trademark of CWM, LLC and may not be duplicated.

Additional information about CWM, LLC and our advisors is also available online
at www.adviserinfo.sec.gov or https://brokercheck.finra.org/. You can view our
firm’s information on this website by searching for CWM, LLC or by our CRD
number 155344.

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